|
⚲
|
| Newton One Investments LLC
✚
|
|
|---|---|
| CRD # | 147048 |
| SEC # | 801-69525 |
| CIK # | 0001842787 |
| AUM | $445.5 M (2026-03-23) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 302-731-1326 |
| Address | 131 Continental Drive Newark, DE 19713-0000 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.6 | ||
| Goldman Sachs Group Inc | 0.4 | ||
| Aon Corp | 0.4 | ||
| Constellation Energy Corp | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 90 | 38.6 |
| (b) Individuals (high net worth individuals) | 104 | 341.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 65.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 474 | 445.5 |
| By Discretionary | ||
| Discretionary | 474 | 445.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 474 | 445.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 445.5 | |
| Total | 474 | 445.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001842787] |
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